PREVAIL INNOVATIVE WEALTH ADVISORS, LLC
Position in PM — Philip Morris International Inc.
CIK 1989941
LEAWOOD, KS
Position in PM
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$203,342
-$1,981,520 QoQ
Shares Held
1,124
-95.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,625
of 2,919 holders
Holding Since
Sep 2023
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PM Over Time
Shares Held
Position Value (USD)
Position in Tobacco
Consumer Defensive · as of Jun 30, 2026PREVAIL INNOVATIVE WEALTH ADVISORS, LLC holds $3,636,076 across 2 Tobacco names. PM ranks #2 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MO |
Altria Group, Inc.
|
47,710 | $3,432,734 | |
| 2 | PM |
Philip Morris International Inc.
This page
|
1,124 | $203,342 |
All Filings in PM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,342 | 1,124 | Shares | Sole | 2026-07-20 | |
| 2024-03-31 | $2,184,862 | 23,847 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,778,394 | 18,903 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $754,064 | 8,145 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||